Business Directory

My goal is to help my clients grow, protect and enjoy what they earn - by making sure their financial strategies are working as hard as they do!

Here at First Command we focus on building long-term trustworthy relationships with our clients by meeting face to face and working together to do the following;

* We listen, to determine  what Financial Goals are most important to you.
* We develop a comprehensive detailed written plan to help you pursue those goals.
* We provide solid coaching along the way to help you stick to your plan.

We believe in Comprehensive Financial Planning that looks at all areas of your financial well-being including;
* Investment Strategies
* Retirement Income Planning
* Education Funding Solutions
* Asset Allocation and Diversification
* Insurance and Risk Management Reviews
* Long Term Care Planning

Financial planning services for families, individuals, and small businesses.

Handford Financial Strategies, LLC provides comprehensive financial planning services. We focus on investment management, retirement planning, tax planning, estate planning, risk management, and education planning.

IWB is a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC). Our Advisors are Fiduciaries, so legally, they have to do what's in the best interest of our clients throughout the financial planning process.

As fiduciary financial advisors, we are sworn to always put your interest before our own.

Oak Wealth Partners takes the guesswork out of handling your investments. Our holistic approach means that we have the expertise to manage your employer sponsored retirement plans as well as your traditional investments. Our goal is to help you retire in a financially stable position. Let us be your peace of mind.

We specialize in working with:

• Individuals and families who are in the process of saving for retirement and other important financial/life goals
• Employees of Federal Government and Municipalities
• Teachers, professors, social workers, military, contractors, administrators, small business owners, consultants, nurses and other healthcare professionals
• Those who are still working and accumulating financial assets
• Those who are transitioning to retirement or fully retired
• Maryland residents and those geographically close to Washington, DC as well as other US citizens nationwide

Work with businesses to manage their retirement plans (like 401Ks, SEPs) and with individuals for personal financial planning, investments and insurance needs (life, disability, and long-term care insurance).